🎤 Laaaadies and gentlemen! 🎤
Welcome to the future of contact management with our amazing new Inbox Feature! This powerful feature is designed to simplify your workflow, giving you instant access to all your interactions with contacts in one convenient place. 🥰
Let’s explore how this feature can supercharge your outreach and enhance your connections! 🚀
👉 What is the new Inbox feature?
The Inbox feature is a powerful tool designed to streamline contact management and enhance communication with your contacts. Here’s a breakdown of what it includes 👇
Comprehensive Contact History:
View all past conversations and activities related to each contact, giving you a complete understanding of your interactions.Multichannel Communication:
Engage with your contacts via email, LinkedIn, or phone directly from the Inbox, allowing for seamless communication across different platforms.Contact Management Options:
Change Contact Lifecycle: Easily update a contact's status (e.g., new, interested, customer).
Mark as Interested/Not Interested: Quickly categorize contacts based on their engagement.
Push to Campaigns: Add contacts to follow-up campaigns if they don’t respond.
Task Management:
View the tasks related to specific contacts, keeping your to-do list organized and accessible.Unified View of Interactions:
Access all emails you and the teammates' sent and received, along with any notes taken, in one centralized location.
👉 What Changes for You
When creating new campaigns, the option to automatically create reply tasks will be unchecked. This is because any contact's response will now generate an unread conversation, simplifying your workflow.
👉 How does the Inbox feature work?
When you open the Inbox section, you can choose which conversations you'd like to check.
You can select to check all your conversations at once or only the unread ones, the favourite ones, snoozed conversations, archived, sent only or your teammates' conversations.
When you select the conversation you want to check, on the right you can see the full history of communication with that person.
❗️What's important to note is that it will show only the conversations that initially started in lemlist.
This section will show you when the first step of the campaign was sent, when it was opened and also the contact's response.
It will also display any other activities done with this contact such as call tasks, any messages that bounced, when the contact was marked as Interested/Not interested etc.
When a contact replies, you will get a notification on the Inbox section 👇
and you can respond to them directly from lemlist!
Another cool addition is that you can also check any current, upcoming or done tasks for this contact.
Simply click on the Tasks in the top right corner
and there they are 😍
👉 How to find the desired conversations easily?
It's Monday morning, and you’re ready to kick off the week by following up on your contacts. You want to quickly identify which contacts have gone silent and need a nudge.
Simply add the filter to find the desired contact:
You can filter the contacts based on their full name, email, phone number, lifecycle in your Contacts...
You can also search for the conversations based on the company details, contact's status in a campaign, based on the channel they were contacted through, and many other options.
👉 How to mark the lead as Interested or Not interested?
When managing your leads, knowing their level of interest is crucial. Whether you want to mark a contact as "Interested" or "Not Interested" or even Unsubscribe them, the Inbox feature makes it simple. Here’s how to quickly categorize your contacts with just a few clicks. 👇
Choose the action you want to do and then choose in which campaign you want to mark the lead as Interested or Not interested.
👉 How to add a contact to a new lemlist campaign?
If a contact has expressed interest in your upcoming event and wants to stay updated, adding them to a new lemlist campaign is a great way to keep the conversation going. With just a few simple steps, you can ensure they receive all the relevant information. Here’s how to seamlessly add that contact to your campaign! 👇
👉 How to check all contacts' information?
To effectively manage your contacts, having all their information at your fingertips is essential. The Inbox feature allows you to access a comprehensive view of each contact's details, including contact history, status, and engagement notes but also their personal information and in which campaigns the contact is present. Here’s how to quickly check all the important information about your contacts to enhance your outreach efforts!
Click on the contact and then choose - Open profile
There you will be able to see all campaigns the contact is in at the moment, as well as their phone number if you have it, email, Linkedin URL, experience etc.
👉 How to maximize the Inbox feature as an SDR?
As an SDR, responding effectively to all sales inquiries can often feel overwhelming. However, the Inbox feature simplifies this process significantly.
1️⃣ Navigate to the Team conversations section to view all ongoing discussions within your team.
2️⃣ Respond as your Sales representative through Multichannel.
Choose your sender for both Email and LinkedIn, allowing for versatile communication options.
3️⃣ Check replies directly from the Inbox, streamlining your follow-up process.
4️⃣ Utilize Filters for Precision - You can filter your teams conversations by selecting the users you want to display.
We’re excited for you to explore the new Inbox feature and all of its perks! We believe it will make managing your contacts more efficient and engaging. As you dive in, we’d love to hear your thoughts—your feedback helps us make it even better.
Enjoy exploring all the new possibilities, and here’s to more successful connections! 🥂